EWM
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Evermay Wealth Management’s Dream Finders Homes DFH Stock Holding History

Evermay Wealth Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$8.66K – 552
2022
Q4 		$8.66K Buy
+1,000
New +$10K ﹤0.01% 430

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CB
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BlackRock
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evermay Wealth Management's DFH Position: Q1 2023 in Review

Evermay Wealth Management sold out of Dream Finders Homes (DFH) in Q1 2023, closing a stake of 1,000 shares — an estimated $8.66K sold.

Evermay Wealth Management first reported a position in DFH in Q4 2022 and held it in 1 quarter. The position peaked at $8.66K in Q4 2022. 94 funds tracked by Wall St. Rank hold DFH as of Q1 2023.

  • Evermay Wealth Management reported no remaining Dream Finders Homes position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1,000 Dream Finders Homes shares in Q1 2023, an estimated $8.66K.
  • Evermay Wealth Management first reported a position in Dream Finders Homes in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Dream Finders Homes position peaked at $8.66K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.